Applied Optoelectronics (NASDAQ:AAOI) CEO Chih-Hsiang (Thompson) Lin Sells 59,000 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) CEO Chih-Hsiang (Thompson) Lin sold 59,000 shares of the firm’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $166.53, for a total transaction of $9,825,270.00. Following the sale, the chief executive officer directly owned 1,302,436 shares in the company, valued at approximately $216,894,667.08. The trade was a 4.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Chih-Hsiang (Thompson) Lin also recently made the following trade(s):

• On Tuesday, May 19th, Chih-Hsiang (Thompson) Lin sold 58,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $173.26, for a total transaction of $10,049,080.00.

Applied Optoelectronics Stock Down 10.7%

AAOI stock traded down $20.49 during midday trading on Tuesday, reaching $171.06. 13,006,588 shares of the company were exchanged, compared to its average volume of 10,508,214. The company has a debt-to-equity ratio of 0.18, a quick ratio of 3.03 and a current ratio of 3.83. Applied Optoelectronics, Inc. has a 1-year low of $16.55 and a 1-year high of $233.67. The stock’s 50-day simple moving average is $165.57 and its 200 day simple moving average is $93.67. The company has a market cap of $13.73 billion, a price-to-earnings ratio of -259.18 and a beta of 3.67.

Applied Optoelectronics (NASDAQ:AAOI) last released its quarterly earnings data on Thursday, May 7th. The semiconductor company reported ($0.07) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.05) by ($0.02). The company had revenue of $151.14 million for the quarter, compared to analyst estimates of $156.98 million. Applied Optoelectronics had a negative return on equity of 4.64% and a negative net margin of 8.55%.The firm’s revenue for the quarter was up 51.3% compared to the same quarter last year. During the same period in the previous year, the business posted ($0.02) EPS. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. On average, equities analysts forecast that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current year.

Hedge Funds Weigh In On Applied Optoelectronics

A number of hedge funds and other institutional investors have recently bought and sold shares of AAOI. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Applied Optoelectronics by 10.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,579 shares of the semiconductor company’s stock valued at $393,000 after buying an additional 2,415 shares during the last quarter. Cetera Investment Advisers purchased a new position in Applied Optoelectronics in the 2nd quarter valued at $377,000. New York State Common Retirement Fund grew its position in Applied Optoelectronics by 36.0% in the 2nd quarter. New York State Common Retirement Fund now owns 17,000 shares of the semiconductor company’s stock valued at $437,000 after buying an additional 4,500 shares during the last quarter. Invesco Ltd. grew its position in Applied Optoelectronics by 50.0% in the 2nd quarter. Invesco Ltd. now owns 60,817 shares of the semiconductor company’s stock valued at $1,562,000 after buying an additional 20,261 shares during the last quarter. Finally, First Trust Advisors LP purchased a new position in Applied Optoelectronics in the 2nd quarter valued at $952,000. 61.70% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

AAOI has been the topic of a number of research reports. Raymond James Financial restated an “outperform” rating on shares of Applied Optoelectronics in a research report on Wednesday, June 10th. Needham & Company LLC raised their target price on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Rosenblatt Securities restated a “buy” rating and set a $50.00 target price on shares of Applied Optoelectronics in a research report on Thursday, February 19th. B. Riley Financial upgraded shares of Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 target price on the stock in a research report on Friday, February 27th. Finally, Wall Street Zen lowered shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research report on Monday, April 13th. Three research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $79.80.

About Applied Optoelectronics

Applied Optoelectronics, Inc develops and manufactures high-speed fiber-optic networking products designed to support the growing bandwidth demands of data centers, telecommunications carriers and internet content providers. The company’s core offerings include pluggable optical transceiver modules, transponders and optical components that enable data transmission at rates ranging from 1G to 400G. These products are used to facilitate long-haul, metro and intra-data center connectivity, addressing the need for scalable, low-latency and energy-efficient solutions in modern network infrastructures.

The company’s product portfolio spans small-form factor pluggable modules such as SFP+, QSFP+ and QSFP28 units, as well as more advanced form factors like CFP2 and OSFP for ultra-high-speed applications.